Overview
Assets Under Management: $5.0 billion
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 1,096
Average Client Assets: $3 million
Frequently Asked Questions
KRILOGY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149046), KRILOGY is subject to fiduciary duty under federal law.
KRILOGY is headquartered in ST. LOUIS, MO.
KRILOGY serves 1,096 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, KRILOGY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
KRILOGY manages $5.0 billion in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, KRILOGY serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,096
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 10,780
Discretionary Accounts: 10,673
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 149046
Filing ID: 2034383
Last Filing Date: 2025-12-17 09:28:27
Website: 4